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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1401
Private Capital Group
Connecticut
$111K -$3.08K -35 -3%
WPA
1402
West Paces Advisors
Georgia
$110K +$5.19K +59 +5%
BWM
1403
Baystate Wealth Management
Massachusetts
$105K +$264 +3 +0.2%
C
1404
Covestor
United Kingdom
$104K +$15.5K +176 +17%
OC
1405
Oakworth Capital
Alabama
$101K – – –
HFS
1406
Hantz Financial Services
Michigan
$97K -$46.2K -525 -31%
NL
1407
NVWM LLC
Pennsylvania
$94K +$98.6K +1,121 New
KPCM
1408
Kings Point Capital Management
New York
$90K +$49.7K +565 +113%
MSE
1409
MUFG Securities EMEA
United Kingdom
$88K – – –
SWA
1410
SOA Wealth Advisors
New York
$88K +$16.9K +192 +22%
PI
1411
Parkside Investments
Illinois
$86K +$89.8K +1,021 New
FMB
1412
Field & Main Bank
Kentucky
$84K -$22.4K -255 -20%
AFIA
1413
America First Investment Advisors
Nebraska
$84K – – –
FA
1414
Fortis Advisors
Pennsylvania
$84K – – –
MRCM
1415
M&R Capital Management
New Jersey
$81K +$88 +1 +0.1%
PWP
1416
Pursue Wealth Partners
California
$80K +$88K +1,000 New
EWM
1417
Endurance Wealth Management
Rhode Island
$80K – – –
MPWT
1418
MassMutual Private Wealth & Trust
Connecticut
$79K +$20K +227 +32%
QC
1419
Quent Capital
New York
$74K +$14K +159 +22%
SJIA
1420
St. James Investment Advisors
New York
$68K – – –
HCP
1421
Hexagon Capital Partners
Arkansas
$68K +$10.9K +124 +18%
LWA
1422
Lenox Wealth Advisors
New York
$66K -$4.31K -49 -6%
FMII
1423
Farmers & Merchants Investments Inc
Nebraska
$66K – – –
GEA
1424
Glen Eagle Advisors
New Jersey
$64.2K +$61.6K +700 +1,129%
TFO
1425
Tarbox Family Office
California
$64K -$17.9K -203 -21%
55 56
57
58 59